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Episode 90, Vanguard's Perryne Desai discusses fixed income concepts and investment strategy, Rick Ferri host
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Episode 89, Year-end tax planning, tax moves in 2026, Roth conversions & more: Cody Garrett, CFP® & Sean Mullaney, CPA; Jon Luskin, CFP® hosts
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Episode 88, Antti Ilmanen, Ph.D., talks about how investors form long-run return expectations, Rick Ferri host
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Episode 87, Jenny Rozelle, estate planning, elder law & more; host Jon Luskin
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Episode 86, Joe Davis, Vanguard Global Chief Economist and author of "Coming Into View", host Rick Ferri
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Episode 85, Ed Slott, CPA, new tax laws from OBBBA, Roth conversions, and more; host Jon Luskin
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Episode 84, Jeff Clark, author of "How America Saves 2025," Vanguard's annual report on workplace 401(k) plans, host Rick Ferri
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Episode 83, Phil DeMuth, "The Tax-Smart Donor" and how to optimize your lifetime giving plan, host Rick Ferri
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Episode 82, Jonathan Clements, Jason Zweig, and Christine Benz are guests on this special podcast, host Rick Ferri
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Episode 81, Greg Zuckerman, author of "The Man Who Solved the Market," host Rick Ferri
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Episode 80, Jeff Ptak, CFA, major trends in the mutual fund and ETF industry, host Rick Ferri
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Episode 79, Mike Piper, CPA, author of After the Death of a Spouse, Next Financial Steps for Surviving Spouses, host Rick Ferri
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Episode 78, Carola Binder, author of Shock Values: Prices and Inflation in American Democracy, host Rick Ferri
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Episode 77: Aswath Damodaran, the Dean of Equity Valuation from the Stern School of Business, host Rick Ferri
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Episode 76: Meir Statman talks about his new book, A Wealth of Well-Being, host Rick Ferri
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Episode 75: Jason Zweig talks about his life, career, books, and Benjamin Graham, host Rick Ferri
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Episode 74: Josh Brown discusses the investment industry in his new book, host Rick Ferri
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Episode 73: Christine Benz discusses her new book, How to Retire, host Rick Ferri
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Episode 72: David Baughier flips seats with host Rick Ferri and interviews him.
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Episode 71: Matt Hougan discusses the basics of blockchain and cybercurrencies, host Rick Ferri
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Episode 70: Dr. Wes Gray discusses the unique tax benefits of ETFs and other topics of interest, host Rick Ferri
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Episode 69: LarrySwedroe talks about his capstone book, Enrich Your Future, host Rick Ferri
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Episode 68: Rolf Agather on investment index methodology and innovation, host Rick Ferri
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Episode 67: Kaye Thomas on income taxes and how to lower them, host Rick Ferri
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Episode 66: Dr. Jim Dahle and John Worth, Ph.D. on real estate investing, host Rick Ferri
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Episode 65: Dr. Qian Wang, Vanguard economic and market outlook of 2024, host Rick Ferri
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Episode 64: Victor Haghani and James White, ”The Missing Billionaires”, host Rick Ferri
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Episode 63: Dr. William Bernstein on TIPS, asset allocation, and four deep risks, host Rick Ferri
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Episode 62: Steve Chen on DIY Retirement Planning Tech, host Jon Luskin
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Episode 61: Cody Garrett on Early Retirement, host Jon Luskin
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Episode 60: Jonathan Clements on ”My Money Journey,” host Jon Luskin
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Episode 059: Dr. William F. Sharpe, host Jon Luskin
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Episode 058: Mike Piper on ”More than Enough,” host Jon Luskin
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Episode 057: Dr. Derek Horstmeyer on multiple investment topics, host Rick Ferri
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Episode 056: Dr. Daniel Crosby on the behavioral investor, host Rick Ferri
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Episode 055: Edward Chancellor on economic history and today’s markets, host Rick Ferri
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Episode 054: Christine Benz discusses taxes and safe withdrawal rates in retirement, host Rick Ferri
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Episode 053: JL Collins on the simple path to wealth, host Rick Ferri
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Episode 052: Ryan Barrett and Mike Piper on estate planning, host Rick Ferri
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Episode 051: Christine Franquin and Michael Perre on international stock index funds, host Rick Ferri
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Episode 050: Craig Lazzara on active versus passive funds, host Rick Ferri
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Episode 049: Antti Ilmanen on investing amid low expected returns, host Rick Ferri
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Episode 048: Rob Berger on free and cheap online investing tools, host Rick Ferri
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Episode 047: Michael Kitces and Nicole Boyson on the Investment Adviser Industry, host Rick Ferri
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Episode 046: Larry Swedroe and Ellen Quigley on ESG Investing, host Rick Ferri
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Episode 045: Nick Gendron and Josh Barrickman on Total Bond Market Index Funds, host Rick Ferri
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Episode 044: Eric Balchunas on the Bogle Effect, host Rick Ferri
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Episode 043: Eduardo Repetto on factor investing, host Rick Ferri
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Episode 042: Spencer Jakab on Robinhood, Reddit, and Meme Stocks, host Rick Ferri
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Episode 041: James Watkins, lll, JD, host Rick Ferri
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Episode 040: Dr. Ed Yardeni, host Rick Ferri
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Episode 039: Barry Ritholtz, host Rick Ferri
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Episode 038: Ted Aronson, host Rick Ferri
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Episode 037: Gerry O‘Reilly and Rich Powers, host Rick Ferri
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Episode 036: Lisa Bragança, host Rick Ferri
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Episode 035: Ron Lieber, host Rick Ferri
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Episode 034: Jason Hsu, host Rick Ferri
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Episode 033: Jeff Ptak, host Rick Ferri
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Episode 032: Phil DeMuth, host Rick Ferri
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Episode 031: Jamie Catherwood, host Rick Ferri
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Episode 030: Sarah Newcomb, host Rick Ferri
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Episode 029: Frazer Rice, host Rick Ferri
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Episode 028: Roger Lowenstein, host Rick Ferri
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Episode 027: Cliff Asness, host Rick Ferri
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Episode 026: Morgan Housel, host Rick Ferri
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Episode 025: Don Phillips, host Rick Ferri
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Episode 024: Dr. Wade Pfau, host Rick Ferri
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Episode 023: Dr. Burton Malkiel, host Rick Ferri
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Episode 022: Dr. Ed Yardeni, host Rick Ferri
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Episode 021: Larry Siegel, host Rick Ferri
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Episode 020: Jeff Levine, CPA/CFP, host Rick Ferri
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Episode 019: Dr. Jim Dahle, host Rick Ferri
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Episode 018: Paul Merriman, host Rick Ferri
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Episode 017: Joe Davis, host Rick Ferri
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Episode 016: Sheryl Garrett, host Rick Ferri
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Episode 015: Eric Balchunas, host Rick Ferri
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Episode 014: Chris Mamula, host Rick Ferri
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Episode 013: Dr. Bill Bernstein, host Rick Ferri
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Episode 012: Larry Swedroe, host Rick Ferri
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Episode 011: Mel Lindauer, host Rick Ferri
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Episode 010: Debbie Fuhr and Robin Powell, host Rick Ferri
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Episode 009: Dr. Wesley Gray, host Rick Ferri
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Episode 008: Allan Roth, host Rick Ferri
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Episode 007: Mike Piper, host Rick Ferri
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Episode 006: Dan Egan, host Rick Ferri
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Episode 005: Gus Sauter, host Rick Ferri
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Episode 004: Christine Benz, host Rick Ferri
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Episode 003: Jonathan Clements, host Rick Ferri
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Episode 002: Dr. David Blitzer, host Rick Ferri
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Episode 001: John C. Bogle, host Rick Ferri
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